Troubleshooting: Pending Autofiling Problem for Fast Import (Open Dental Users)

If your practice is set up to use Fast Import for auto-filing patient forms and you see a "Pending Autofiling Problem" error when hovering over a patient's status indicator Fast Import Red.png, follow the steps below to troubleshoot.

Screen Shot 2022-02-14 at 3.39.37 PM.png

Note: This error only occurs for Open Dental users.

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Troubleshooting This Issue

This "Pending Autofiling Problem" issue appears when Fast Import isn't configured completely.  To fix it, all you need to do is check a box within your Fast Import setup:

  1. From the YAPI Dashboard, click Setup and Manage Setup_and_Manage.png and select Global Setup.

  2. When prompted, enter your YAPI password and click OK.

  3. In the Configuration window that pops up, click the Documents tab:

    Documents Tab.png

  4. In the yellow Documents Rules section, select the OD: Quick Import checkbox:


  5. Click Save, then OK, and OK again. Then close the Global Setup window.

Note: You'll still need to manually file any forms that showed this error before the fix.  All forms completed from this point forward should auto-file correctly.


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